Sage CRM

Verified listing

Customer relationship management built to sit alongside Sage accounting and ERP

4.1Based on 204 reviews

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Ratings by dimension

Ease of use4.0
Value3.9
Support4.0
Features4.0

Rating distribution

5 stars
88
4 stars
68
3 stars
27
2 stars
16
1 star
5

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Verified reviews for Sage CRM

204 reviews matching your filters

Louise Ellery

Practice manager · 1-10 employees · Logistics and transport

LinkedIn verifiedUnited Kingdom

1.0

6 Jun 2025

Dated, but it connects

No published pricing and it comes through a partner. The interface is well behind HubSpot and the sales team notice. Looking at alternatives.

Pros

On premise deployment satisfied our data policy.

Cons

No published pricing and it comes through a partner.

Ease of use: 2.0
Value for money: 1.0
Customer service: 1.0
Functionality: 1.0

Used for Less than 6 months36 found this helpful

Adam Mackenzie

Founder · 1-10 employees · Engineering

United Kingdom

5.0

4 Jun 2025

Sales finally see credit position

Quotes flow into the finance system without rekeying. Sales can see live credit position from Sage 200 without leaving the record.

Pros

Quotes flow into the finance system without rekeying.

Cons

Marketing automation is basic, we run a separate tool.

Ease of use: 5.0
Value for money: 4.0
Customer service: 4.0
Functionality: 4.0

Used for 2+ years4 found this helpful

Eleanor Nowak

Systems accountant · 1000+ employees · Retail

United Kingdom

2.0

30 May 2025

Fine if you are already on Sage

Marketing automation is basic, we run a separate tool, and the interface is well behind HubSpot and the sales team notice. Case management means service and sales share one customer view, which is about the only positive.

Pros

Case management means service and sales share one customer view.

Cons

Marketing automation is basic, we run a separate tool.

Ease of use: 2.0
Value for money: 3.0
Customer service: 2.0
Functionality: 3.0

Used for 2+ years5 found this helpful

Fiona Wexford

Finance manager · 51-200 employees · Engineering

United Kingdom

2.0

30 May 2025

Chosen for the Sage 200 link

The interface is well behind HubSpot and the sales team notice, and adoption was a fight until we made it the only route to quotes. Quotes flow into the finance system without rekeying, which is about the only positive.

Pros

Quotes flow into the finance system without rekeying.

Cons

The interface is well behind HubSpot and the sales team notice.

Ease of use: 2.0
Value for money: 2.0
Customer service: 2.0
Functionality: 2.0

Used for 2+ years11 found this helpful

Helen Rhodes

Practice manager · 11-50 employees · Veterinary

United Kingdom

5.0

25 May 2025

Fine if you are already on Sage

It was a far shorter project than integrating a third party CRM. Sales can see live credit position from Sage 200 without leaving the record.

Pros

It was a far shorter project than integrating a third party CRM.

Cons

The interface is well behind HubSpot and the sales team notice.

Ease of use: 4.0
Value for money: 5.0
Customer service: 4.0
Functionality: 4.0

Used for 6-12 months13 found this helpful

Aisha Iqbal

Sole trader · 11-50 employees · Food and beverage

United Kingdom

3.0

24 May 2025

Sales finally see credit position

Mixed. Quotes flow into the finance system without rekeying, but marketing automation is basic, we run a separate tool.

Pros

Quotes flow into the finance system without rekeying.

Cons

Marketing automation is basic, we run a separate tool.

Ease of use: 3.0
Value for money: 2.0
Customer service: 3.0
Functionality: 3.0

Used for 6-12 months27 found this helpful

Christopher Rhodes

Director · 1-10 employees · Education

United Kingdom

3.0

23 May 2025

Chosen for the Sage 200 link

Quotes flow into the finance system without rekeying. That said, no published pricing and it comes through a partner and marketing automation is basic, we run a separate tool.

Pros

Quotes flow into the finance system without rekeying.

Cons

No published pricing and it comes through a partner.

Ease of use: 4.0
Value for money: 4.0
Customer service: 3.0
Functionality: 3.0

Used for 1-2 years27 found this helpful

Katie Bhatti

Owner · 11-50 employees · Recruitment

United Kingdom

4.0

22 May 2025

Dated, but it connects

Case management means service and sales share one customer view, and quotes flow into the finance system without rekeying. No published pricing and it comes through a partner, but we live with it.

Pros

Case management means service and sales share one customer view.

Cons

No published pricing and it comes through a partner.

Ease of use: 4.0
Value for money: 4.0
Customer service: 3.0
Functionality: 3.0

Used for 1-2 years36 found this helpful

Peter Baptiste

Practice manager · 1-10 employees · Professional services

United Kingdom

4.0

19 May 2025

Integration is the reason, not the UI

Case management means service and sales share one customer view. Only real gripe is that marketing automation is basic, we run a separate tool.

Pros

Case management means service and sales share one customer view.

Cons

Marketing automation is basic, we run a separate tool.

Ease of use: 5.0
Value for money: 4.0
Customer service: 5.0
Functionality: 4.0

Used for 6-12 months29 found this helpful

Sarah Trelawny

Bookkeeper · 1-10 employees · Food and beverage

United Kingdom

4.0

17 May 2025

Chosen for the Sage 200 link

Quotes flow into the finance system without rekeying, and case management means service and sales share one customer view. No published pricing and it comes through a partner, but we live with it.

Pros

Quotes flow into the finance system without rekeying.

Cons

No published pricing and it comes through a partner.

Ease of use: 4.0
Value for money: 3.0
Customer service: 4.0
Functionality: 3.0

Used for 1-2 years32 found this helpful